Investments & Financial Planning LLC Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Investments & Financial Planning LLC lifted its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 3.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,222 shares of the company’s stock after acquiring an additional 350 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for about 0.4% of Investments & Financial Planning LLC’s holdings, making the stock its 20th biggest position. Investments & Financial Planning LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $574,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. LPL Financial LLC grew its position in shares of SPDR Portfolio S&P 500 Value ETF by 8.8% in the third quarter. LPL Financial LLC now owns 39,150,619 shares of the company’s stock valued at $2,069,502,000 after purchasing an additional 3,176,679 shares during the last quarter. Flagship Harbor Advisors LLC purchased a new stake in SPDR Portfolio S&P 500 Value ETF in the 3rd quarter valued at approximately $84,057,000. Mount Yale Investment Advisors LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the 4th quarter valued at $69,902,000. Orion Portfolio Solutions LLC increased its position in SPDR Portfolio S&P 500 Value ETF by 1,525.1% during the third quarter. Orion Portfolio Solutions LLC now owns 1,449,664 shares of the company’s stock worth $76,629,000 after buying an additional 1,360,461 shares in the last quarter. Finally, Principal Securities Inc. raised its holdings in shares of SPDR Portfolio S&P 500 Value ETF by 113,776.3% in the third quarter. Principal Securities Inc. now owns 614,932 shares of the company’s stock worth $32,505,000 after acquiring an additional 614,392 shares during the last quarter.

SPDR Portfolio S&P 500 Value ETF Stock Down 0.1 %

SPYV opened at $52.58 on Friday. The firm has a market cap of $22.79 billion, a P/E ratio of 24.09 and a beta of 0.81. The business’s fifty day simple moving average is $52.40 and its 200 day simple moving average is $52.30. SPDR Portfolio S&P 500 Value ETF has a 52 week low of $46.42 and a 52 week high of $55.42.

About SPDR Portfolio S&P 500 Value ETF

SPDR S&P 500 Value ETF (the Fund), formerly SPDR Dow Jones Large Cap Value ETF, seeks to closely match the returns and characteristics of the S&P 500 Value Index. The S&P 500 Value Index measures the performance of the large-capitalization value sector in the United States equity market. The Index consists of those stocks in the S&P 500 Index exhibiting the strongest value characteristics based on book value to price ratio; earnings to price ratio, and sales to price ratio.